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Planning process
To make the most of your time with an ANZ Investment Specialist, there are some things you should consider before you make an appointment:
What do you want to achieve?
Whatever your specific needs, you should have some understanding of your personal financial goals. Knowing them will help your ANZ Investment Specialist to gain a clear sense of what you'd like to achieve. After all, it's only when you have a clear vision of your goals that you can truly aim for them.
How soon do you want to achieve your financial goals?
Addressing the reasons for why you want to invest will help determine your investment time horizon. For example:
- saving for a deposit on a home requires short-term investments
- investing for retirement calls for longer-term investment strategies.
How much time you have until retirement will determine the types of investment that are right for you.
The stages you will work through are:
More information
For more information or to arrange an appointment with an ANZ Investment Specialist:
A copy of the Bank's General Disclosure Statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any ANZ branch, free of charge and any Investment Specialist Disclosure Statement is available from an ANZ Investment Specialist, free of charge.